| 1 | Fisher Asset Management, LLC | $213.7M | 1.7M | Trimmed |
| 2 | Magnus Financial Group LLC | $27.0M | 211,969 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $25.0M | 196,169 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $23.5M | 184,347 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $17.8M | 139,250 | Added |
| 6 | XML Financial, LLC | $14.5M | 113,768 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $13.9M | 109,306 | Trimmed |
| 8 | Prasad Wealth Partners, LLC | $10.3M | 80,854 | Added |
| 9 | First Citizens Financial Corp | $6.9M | 54,297 | Trimmed |
| 10 | WASHINGTON TRUST Co | $6.7M | 52,495 | Trimmed |
| 11 | Stillwater Capital Advisors, LLC | $6.3M | 49,581 | Trimmed |
| 12 | CITIGROUP INC | $5.1M | 39,969 | Added |
| 13 | Finley Financial, LLC | $4.9M | 38,371 | Trimmed |
| 14 | Eagle Strategies LLC | $4.8M | 37,269 | Added |
| 15 | Private Advisor Group, LLC | $3.2M | 25,341 | Trimmed |
| 16 | Colony Family Offices, LLC | $3.2M | 24,982 | Hold |
| 17 | Nvest Financial, LLC | $3.2M | 24,979 | Added |
| 18 | Atria Investments, Inc | $2.6M | 20,715 | Trimmed |
| 19 | Kovack Advisors, Inc. | $2.6M | 20,280 | Trimmed |
| 20 | CX Institutional | $2.6M | 20,157 | Added |
| 21 | Merit Financial Group, LLC | $2.3M | 18,312 | Trimmed |
| 22 | Avior Wealth Management, LLC | $2.3M | 18,100 | Trimmed |
| 23 | KENNICOTT CAPITAL MANAGEMENT LLC | $2.3M | 17,868 | Added |
| 24 | J.W. COLE ADVISORS, INC. | $2.2M | 17,555 | New |
| 25 | FOUNDERS FINANCIAL SECURITIES LLC | $2.1M | 16,573 | Trimmed |